Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.16

-1.8%

12:55 PM EST

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To: w molloy who wrote (31338)	5/31/1999 10:25:00 AM
From: Clarksterh	Read Replies (1) of 152472

WM - A cellular wireless link will always be a lot more expensive than copper (ethernet for example). High data rates are possible at the cost of voice capacity. The data user will have to pay these costs. Although I agree that the highest data rates for the time, whatever that is, will only be possible via dedicated wireline, I disagree a wireless (data) link will always be more expensive than wireline, even in the US. Just as the cost trade for voice is continually moving towards WLL, so is the trade for data. At any given time as the data rates move higher the trade tends towards wireline, and as the utilization rate moves higher so does the trade towards wireline (thus the highest possible rates with unity utilization rate will always be wireline). But as the data rate and utilization we need stays fixed (as it does for voice) the trade tends evermore towards wireless. I contend the same thing will happen for data as we become data saturated and my guess at that point is somewhere around the rate for video on demand (i.e. at around 5 or 6 Mbps), and the technology that will make this possible via wireless is smart antennae. Just Thinking Out Loud (JTOL). Clark

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